20240228 Safe to install
SEI’s mobile app offers a convenient way to access your investments and stay connected with your financial advisor. The Advice+ feature aims to assist you in making informed decisions in collaboration with your advisor.
Key features:
- Biometric login options: Easily log in using Face ID or TouchID
- Push notifications: Receive timely alerts for new messages and documents
- Document scanner: Utilize your phone’s camera to digitize physical documents
- Document vault: Securely upload, manage, and share important files with your advisor
Viewing capabilities:
- Account balances and holdings overview
- Performance metrics tracking
- Transaction history monitoring
- Access to SEI statements and tax documents
Important information for users:
To utilize the SEI Connect – Investor Portal, you must be a client of a financial institution offering access to the SEI Connect – Investor Portal or AccessMyPortfolio website. Additionally, the financial institution must activate the SEI Connect – Investor Portal application for their account holders. For inquiries or if you encounter issues with the application, kindly reach out to your advisor.
Note: Images included are intended for visual representation purposes only and should not be construed as recommendations or advice.
©2023 SEI Investments Company. All rights reserved. SEI®.
iPhone and iPad are trademarks registered by Apple Inc. in the U.S. and other countries.
Overview
SEI Connect - Investor is a Freeware software in the category Business developed by SEI Global Services.
The latest version of SEI Connect - Investor is 20240228, released on 05/28/2024. It was initially added to our database on 05/28/2024.
SEI Connect - Investor runs on the following operating systems: iOS.
Users of SEI Connect - Investor gave it a rating of 5 out of 5 stars.
Screenshots (Click to view larger)
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